A fresh Microsoft Dynamics NAV 2018 is already here. With every new version, Microsoft brings improvements that addresses the growing and changing needs of the business. Dynamics NAV 2018 focuses on easier integration with other Microsoft products, simplified design, additional interactive functions. And, of course, compatibility with a variety of devices.
In this blog I will review new end-user capabilities of the NAV 2018 that could be useful for property management business.
The new User Tasks functionality allows you to create tasks to remind you of work that still has to be done. It is possible to create tasks for yourself and assign tasks to other users. Of course, you can also be assigned a task by someone else in your organization. This can be useful in creating lease contracts or invoice validation processes.
Post selected documents
Bulk posting of documents, such as sales invoices or credit memos, is now available for selected documents. If you want to skip posting several specific invoices, this can be done easily now, by posting only selected ones.
Embedded Power BI
The new Power BI control has been introduced to NAV 2018. With it you can make your Power BI reports visible inside the most highly used lists in Dynamics NAV. This concerns not only status reports but can also be interactive and filtered by selecting records in the associated list page.
A Web Client report preview is available, so now you don’t need to download a pdf to your computer to be able to see what’s in the report. The new control shows the report to the right on the screen in your browser and includes a toolbar with features such as zooming or downloading to file.
Also some reports now have predefined MS Excel templates (for example, Income Statement, Trial Balance, Cash Flow and more). When you choose a statement, it will open in Excel or Excel Online. An add-in connects the data to the Financials.
Users are now allowed to personalize their workspaces directly in the browser while using NAV Web Client. Changes are saved immediately and are seen only by these users; they will even have to sign in again from another device or browser. It is possible to:
- Move, hide or unhide fields and columns
- Freeze columns in list pages to keep them visible while scrolling
- Move or hide Cues
- Move or hide parts (FactBoxes, Role Center parts)
- Reset to default view
Would like to see how these improvements could help you achieve your business goals? Don’t hesitate to get in touch with us. We’d be delighted to show how easy can your finances and operations be managed by the duo of Microsoft Dynamics NAV and Soft4RealEstate.